J.P. Morgan Private Wealth Advisors’s Sunrun RUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $460K | Buy |
36,642
+20,051
| +121% | +$252K | ﹤0.01% | 1281 |
|
|
2023
Q2 | $296K | Sell |
16,591
-3,557
| -18% | -$63.5K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $406K | Sell |
20,148
-9,977
| -33% | -$201K | ﹤0.01% | 1553 |
|
|
2022
Q4 | $724K | Sell |
30,125
-795
| -3% | -$19.1K | ﹤0.01% | 1303 |
|
|
2022
Q3 | $853K | Buy |
30,920
+2,911
| +10% | +$80.3K | ﹤0.01% | 1220 |
|
|
2022
Q2 | $654K | Buy |
28,009
+1,882
| +7% | +$43.9K | ﹤0.01% | 1339 |
|
|
2022
Q1 | $793K | Buy |
26,127
+2,097
| +9% | +$63.6K | ﹤0.01% | 1321 |
|
|
2021
Q4 | $824K | Buy |
24,030
+8,368
| +53% | +$287K | ﹤0.01% | 1333 |
|
|
2021
Q3 | $689K | Buy |
15,662
+4,147
| +36% | +$182K | ﹤0.01% | 1377 |
|
|
2021
Q2 | $642K | Buy |
11,515
+8,192
| +247% | +$457K | ﹤0.01% | 1391 |
|
|
2021
Q1 | $201K | Buy |
3,323
+113
| +4% | +$6.84K | ﹤0.01% | 1693 |
|
|
2020
Q4 | $223K | Buy |
+3,210
| New | +$223K | ﹤0.01% | 1603 |
|
|
2020
Q1 | – | Sell |
-11,610
| Closed | -$160K | – | 1521 |
|
|
2019
Q4 | $160K | Buy |
+11,610
| New | +$160K | ﹤0.01% | 1421 |
|
|
2019
Q3 | – | Sell |
-10,299
| Closed | -$193K | – | 1471 |
|
|
2019
Q2 | $193K | Sell |
10,299
-791
| -7% | -$14.8K | ﹤0.01% | 1303 |
|
|
2019
Q1 | $156K | Sell |
11,090
-16,321
| -60% | -$230K | ﹤0.01% | 1392 |
|
|
2018
Q4 | $299K | Sell |
27,411
-28,900
| -51% | -$315K | ﹤0.01% | 1176 |
|
|
2018
Q3 | $701K | Buy |
56,311
+24,899
| +79% | +$310K | ﹤0.01% | 951 |
|
|
2018
Q2 | $413K | Sell |
31,412
-25,773
| -45% | -$339K | ﹤0.01% | 1083 |
|
|
2018
Q1 | $511K | Buy |
57,185
+3,266
| +6% | +$29.2K | ﹤0.01% | 862 |
|
|
2017
Q4 | $319K | Buy |
53,919
+16,537
| +44% | +$97.8K | ﹤0.01% | 1033 |
|
|
2017
Q3 | $207K | Buy |
37,382
+6,629
| +22% | +$36.7K | ﹤0.01% | 1142 |
|
|
2017
Q2 | $219K | Sell |
30,753
-11,271
| -27% | -$80.3K | ﹤0.01% | 1121 |
|
|
2017
Q1 | $227K | Buy |
42,024
+319
| +0.8% | +$1.72K | ﹤0.01% | 1193 |
|
|
2016
Q4 | $221K | Buy |
+41,705
| New | +$221K | ﹤0.01% | 1127 |
|
|
2016
Q3 | – | Sell |
-51,007
| Closed | -$302K | – | 1263 |
|
|
2016
Q2 | $302K | Buy |
+51,007
| New | +$302K | ﹤0.01% | 977 |
|
|
2016
Q1 | – | Sell |
-60,800
| Closed | -$716K | – | 1290 |
|
|
2015
Q4 | $716K | Buy |
+60,800
| New | +$716K | 0.01% | 602 |
|